Broker Check
Philip A. Garrett Jr. AIF®

Philip A. Garrett Jr. AIF®

Partner | Wealth Advisor

Philip A. Garrett Jr. is a Partner and Wealth Advisor with Stratos Wealth Partners. He became a partner in 2013. Philip has over 22 years’ experience helping businesses, business owners, non-profits, foundations, and high net worth individuals accumulate and preserve wealth. He is certified as an Accredited Investment Fiduciary, AIF®. He established Stratos Wealth Partners of New Orleans in 2013.

He focuses on understanding a client's unique needs, helping them plan for their future, avoid unnecessary risk and investing with confidence. He creates personalized strategies to address specific needs, implements tailored strategies and meets regularly to review and monitor progress. He seeks to help clients make well thought out and prudent financial decisions with confidence. Philip recognizes that if his clients succeed, he succeeds.

He is also a retirement plan specialist. He assists clients with design, implementation, and maintenance of comprehensive 401(k) profit sharing, non-qualified and cash balance plans. Philip helps with ERISA compliance, education, vendor search, fee benchmarking, and investment due diligence.

When not at the office, Mr. Garrett supports several local organizations and charities. He is a Board Member, and Public Operations Co-Chairman for the Fore!Kids Foundation, which has raised nearly $23 million to provide healthcare and education for over 200,000 children each year.

Mr. Garrett lives in Uptown New Orleans with his wife Courtney who is CFO for Ochsner Hospital. They have 2 sets of triplets. Sons, Jack and Oliver attend the Isidore Newman, and daughters, Ellie, Georgie, Vivienne, and Wells attend the Academy of the Sacred Heart.

Philip holds Series 6, 7 and 63 registrations with LPL Financial and 65 registration with Stratos Wealth Partners, Ltd. as well as Louisiana Life Health & Accident and Louisiana Property & Casualty License. He is also certified as an Accredited Investment Fiduciary, AIF®.

Philip A. Garrett Jr. is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.